Claude Bertrand
Gestore di Portafoglio-Azioni presso TD Waterhouse Private Investment Counsel, Inc.
Profilo
Mr. Claude Bertrand is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 35 years in the financial services industry, as well as 29 years in business and investment experience, he has been actively focused on providing discretionary investment management services to high net worth individuals and families, estates and trusts, and charitable and business organizations.
He has experience dealing with complex financial, tax and estate planning issues, including business succession planning as well as asset and income protection solutions.
His primary role is to provide investment counsel to his clients, specifically to develop and implement investment strategies tailored to meet their individual needs.
He is responsible for the design and delivery of distinctive investment management solutions and services.
He holds a Bachelor's degree in Administration from the University of Quebec.
Posizioni attive di Claude Bertrand
| Società | Posizione | Inizio |
|---|---|---|
TD Waterhouse Private Investment Counsel, Inc.
 TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities. | Gestore di Portafoglio-Azioni | 01/01/2001 |
Formazione di Claude Bertrand
| University of Quebec | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
TD Waterhouse Private Investment Counsel, Inc.
TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities. | Finance |
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